See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,985 | $144,119-76.4% | $117,854-71.2% | $147,584-77.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 79.7%-29.7pp | 82.8%-32.8pp |
| Annual return | 0.81% | 531.15%-530.3pp | 335.08%-334.3pp | 578.55%-577.7pp |
| Employer contribution / active EE | $956 | $4,896-80.5% | $3,786-74.8% | $4,876-80.4% |
| Participant deferral / active EE | $5,100 | $5,316-4.1% | $4,482+13.8% | $5,439-6.2% |
| Admin fee / account holder | $50 | $10,886-99.5% | $8,020-99.4% | $10,885-99.5% |